Form Features

How to Audit a Filled out Form
  1. Click the name of the form to view it
  2. Click the Audit Form button
  3. Previous Auditors will be listed here
  4. Click Audit Form
  5. Enter your comments
  6. Click Confirm


Set a Form to Private / Public
  1. Click the name of the form to view it
  2. Click the lock / Unlock icon

Take Ownership of a Form
  1. Click the name of the form to view it
  2. Click the take ownership button


Assign a Form
  1. Click the name of the form to view it
  2. Click the assign form button
  3. Search for any user by name
  4. Filter the users by type using the tabs
  5. Click Select to assign the form 


Finalize a Filled out Form
  1. Click the name of the form to view it
  2. Click the Finalize Form button
    1. If there are unresolved corrective actions you will be alerted


Download a Filled out Form
  1. Click the name of the form to view it
  2. Click the download button to export  the form


Note: if you have pictures attached or an audit you will see the following options

  1. Download – providing a complete copy of your form
  2. Download High Resolution – providing a high resolution beneficial for forms containing pictures
  3. Download with Audit Report – including any notes that were added in the audit report. 
  4. Download Images Only - providing a high resolution photos only


Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.